Data Source Filters

Data source filters apply to all worksheets using a data source, filtering data at the source level before any worksheet-level operations. They reduce the dataset globally, improving performance across the entire workbook. Unlike worksheet filters, changes to data source filters affect every view automatically. They're positioned first in Tableau's order of operations for maximum efficiency.

To apply data source filters, perform the following steps.

1. Connect to the OrderDate from the Kyvos semantic model.

2. On the Data Source page, locate the Filters section in the top-right corner.

3. Click the Add button in the Filters area.

   Open

   

4. Select a field to filter—for example, Order Date.

   Open

   

5. Set a filter condition. For example, the starting date is September 10, 2013.

   Open

   

   The range of dates

   Open

   

6. Click Ok to apply. This filter now applies to ALL worksheets using this data source.

7. Create any worksheet. The filter is automatically applied.

   Open

   

8. To edit the filter, return to the Data Source page > Edit filter.

9. Click Edit > select filter > remove.

   Open